Plan5500

Accosys, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Accosys, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Accosys, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Accosys, Inc. under EIN 98-0393862 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,084 participants and $69,352,897 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Accosys, Inc.
EIN
98-0393862
Plan number
001
Plan type
2
Location
Olathe, KS
Latest filing year
2023
Participants
1,084
End-of-year plan assets
$69,352,897

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,084H, C20241011103355NAL0021678593001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$69,352,897
Total liabilities (EOY)
$0
Net assets (EOY)
$69,352,897
Net assets (BOY)
$57,055,644

Income & contributions

Employer contributions
$2,914,666
Participant contributions
$4,236,339
Total contributions
$7,501,744
Total income / additions
$17,281,755

Expenses & distributions

Benefits paid
$4,870,361
Administrative expenses
$89,357
Total expenses
$4,984,502
Net increase / (decrease)
$12,297,253

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning LLCINVESTMENT ADVISOR$43,391not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$39,592$02023
Charles Schwab & Co., Inc.BROKERAGE FEES$6,374$02023

Related Form 5500 pages